We are passionate about collaboration and service and are committed to continued personal growth. Energized by an intellectual curiosity, we continue to push ourselves to learn more and do more. And, like you, we never settle for “good enough.”
Jack and his 30+ years of financial services experience affords clients his deep understanding of Capital Markets, Equity and Derivative trading, and Wealth Management.
Jack joined Stifel in 2015 as part of the acquisition of Barclays Wealth and Investment Management, Americas. He came to Barclays in late 2011 after 16 years at Credit Suisse, where he was co-head of a Private Banking team for nearly eight years. Prior to this, he ran Credit Suisse’s Monetization Services Group in both New York and London – executing equity and derivative transactions for the firm’s corporate clients and managing the personal investments for their senior officers. Jack ran a similar business at Lehman Brothers for seven years, prior to joining Credit Suisse. Jack was named to Forbes’ America’s Top Wealth Advisors list for 2016-2018. He was also named to Forbes’ Best-In-State Wealth Advisors list for 2018-2020 in the New York City Private Wealth Category. Jack has a Bachelor’s degree in Mathematics and Economics from Bucknell University and a Master’s of Business Administration from Fordham University.
Jack and his wife, Sara, split their time between Park City, Utah, and Manhasset, Long Island. They have three children – Michael, John, and Kelia – and are devoted supporters of The Bowery Mission and The Special Forces Charitable Trust, among other charitable organizations.
Forbes’ America’s Top Wealth Advisors, September 12, 2018, October 24, 2017, and August 3, 2016, each based on the 12-month period ending March 31 of the year of publication, and Forbes’ Best-In-State Wealth Advisors, April 7, 2022, February 11, 2021, January 16, 2020, February 21, 2019, and February 15, 2018, each based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Having received the Chartered Financial Analyst designation from the CFA Institute and a certificate in Applied Behavioral Finance from the Investment Management Consultants Association, Jason focuses his investment efforts at the intersection of sound decision making and portfolio construction.
Jason joined Stifel in 2015, as part of its acquisition of Barclays Wealth and Investment Management, Americas. Prior to joining the team in late 2013, he was a Senior Consultant in Barclays’ Portfolio Consulting Group, developing customized investment strategies including strategic and tactical asset allocation, manager selection, and portfolio implementation. Before this, he worked in the Investment Strategy Group at Neuberger Berman Trust Company, where he developed investment strategies for high-net-worth investors and small- to mid-sized institutions. And prior to that, he was an Associate at the Lehman Brothers Trust Company. Jason was named to Forbes’ America’s Top Next Generation Wealth Advisors list for 2017-2020.1 He graduated from Syracuse University with Bachelor degrees in Finance and Broadcast Journalism. Jason holds the Chartered Financial Analyst® designation and has earned a certificate in Applied Behavioral Finance from the Investment Management Consultants Association®.
Jason and his wife, Kristen, live in New York City. They’ve been long-term supporters of Bottom Line, an organization that helps low-income and first-generation students get to college, stay in college, and earn their degrees.
1 Forbes’ Top Next-Gen Wealth Advisors, July 22, 2020, September 3, 2019, July 25, 2018, and July 25, 2017, each based on the 12-month period ending March 31 of the year in which published. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
John began his career with Stifel in 2021. Prior to joining the team, he worked in Consumer and Retail Investment Banking at Credit Suisse, providing corporations with both strategic advisory and execution services across debt, equity, and mergers and acquisitions transactions.
John earned a B.S. in Mathematics and Business Administration from Washington and Lee University, where he was also captain of the lacrosse team. He holds Series 7, 66, and 79 securities licenses.
John currently lives in New York City and spends portions of the year in Park City, Utah.
Vice President/Client Service
Assistant Vice President/Client Service
Bob joined Stifel and the Broderick Mingelgreen Group in 2020. He has more than 35 years of financial services experience in wealth management and operations. Bob coordinates the team’s efforts around business and project management.
Prior to Stifel, Bob worked as a Client Relationship Manager at Broadridge Financial from 2017 to 2019. Previously, Bob was Head of Wealth Management Operations at Barclays Capital and had managerial responsibilities within both advisory and alternative investment operations. Bob joined Barclays after its acquisition of Lehman Brothers, where he managed the Branch Operations staff in the firm’s high-net-worth offices throughout the U.S. and Latin America. Bob earned a B.B.A. in Marketing from Pace University at New York City.
Bob has been married for more than 35 years to his wife, Maria. They have two children, Jaclyn and Jennifer, and two grandchildren, Eloise and Daphne. He used to volunteer his time coaching girls’ basketball at the local elementary school, and recently, he had the pleasure of serving as Assistant Coach for his daughter, Jaclyn, whom he had coached when she was in grade school.
Registered Client Service Associate
Lynda joined Stifel in 2015 as part of its acquisition of Barclays Wealth and Investment Management, Americas. She has more than 35 years of experience in financial services, helping clients address their day-to-day account-related needs.
Prior to joining Stifel and Barclays, Lynda worked at Credit Suisse, where she joined Jack Broderick and the team in 2005. Previously, she was at Donaldson Lufkin & Jenrette.
Lynda was born, raised, and currently resides in Staten Island. She is a supporter of various Staten Island charities, including The Global Medical Relief Fund and The Cross-Road Foundation.